XPM - Report on Fee from Refund Field
Enable reporting / export for the 'Fee from Refund' field under Tax under the Tax and Company section in clients.
The other fields in the ax and Company section are available in the Client & Contact Report Builder, however this field is overlooked. I understand that there is a 3rd party request to have this field included in the Client API.
Andrew Inglis
shared this idea
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Alicia Smith
commented
With the admin involved in running a Trust account being so annoying, we no longer wish to receive client refunds. I need to be able to report on which clients have this box ticked so that I can remove them all. Having to trawl through the entire database is not an option. Please get this field added to reporting ASAP!
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Robert Riley
commented
Yes please include this vtial Fee From Refund report as going to be used for multiple clients in the 2025/2026 finacial year in our practise.
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Trish Ryan
commented
Could really do with being able to run a fee from refund report in xero...please enable!
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Cameron Lean
commented
For a program that provides itself on ease of use I find it odd that this is something that even has to be asked for.
Can some common sense please prevail and have this field added ASAP
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Narelle Richards
commented
Please get this report enable asap, I cannot believe there is not already an option for a Fee from Refund report.
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Paddy Beeraka
commented
Just do it
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Billie-Jean Higgison
commented
This report would be really helpful for administrative time saving.
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John Back
commented
There is now way to know which clients have this ticked, so if circumstances change, we can't identify them.
I cannot imagine this is a big program change, so should be done as a priority.